Fidus Investment (NASDAQ:FDUS) is a publicly traded business development company that provides customized financing solutions to middle-market companies in the United States. The firm specializes in offering senior secured loans, unitranche structures and mezzanine debt, as well as equity co-investments, in order to support leveraged buyouts, recapitalizations, growth financings and acquisitions. Headquartered in New York, Fidus Investment leverages its deep credit expertise to structure flexible capital solutions that address each borrower’s unique operational and growth objectives.
Since its founding in 2014, Fidus Investment has maintained a disciplined, research-driven approach to credit underwriting. The company’s external investment manager, Fidus Partners, LLC, was established by experienced credit professionals who draw on decades of industry experience to assess market opportunities, perform rigorous due diligence and actively manage portfolio risk. Fidus Investment completed its initial public offering in 2015 and has since built a diversified portfolio of primarily sponsor-backed businesses across a range of sectors, including industrials, healthcare, business services and consumer products.
Fidus Investment focuses on lower-middle-market companies with annual revenues typically between $20 million and $200 million. Its investment strategy emphasizes first-lien senior secured loans, second-lien facilities and unitranche structures that offer borrowers the certainty of financing and lenders enhanced protection through collateral and covenants. The company’s team works closely with management teams and private equity sponsors to tailor capital solutions, optimize capital structures and support strategic growth initiatives.
Governed by an independent board of directors and overseen by the U.S. Securities and Exchange Commission, Fidus Investment adheres to a robust risk management framework and rigorous compliance standards. The leadership team is led by seasoned executives in credit analysis, portfolio management and corporate governance, who collectively ensure that the company maintains strong underwriting discipline and focuses on capital preservation. Through disciplined investment processes and active portfolio stewardship, Fidus Investment aims to generate consistent, risk-adjusted returns for shareholders over the long term.
